Sunbeam Capital Management’s Micron Technology MU Stock Holding History

Sunbeam Capital Management’s Portfolio MU Stock Details MU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.18M	Sell	2,753 -269	-9%	-$202K	1.45%	15
2026 Q1	$1.02M	Buy	3,022 +5	+0.2%	+$1.96K	0.58%	33
2025 Q4	$861K	Buy	3,017 +27	+0.9%	+$6.2K	0.51%	37
2025 Q3	$500K	Buy	2,990 +27	+0.9%	+$3.46K	0.31%	57
2025 Q2	$365K	Buy	2,963 +4	+0.1%	+$374	0.28%	59
2025 Q1	$257K	Buy	2,959 +3	+0.1%	+$288	0.25%	68
2024 Q4	$249K	Buy	+2,956	New	+$301K	0.23%	72

Other funds holding MU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sunbeam Capital Management's MU Position: Q2 2026 in Review

Sunbeam Capital Management reduced its Micron Technology (MU) stake by 8.9% in Q2 2026, selling an estimated $202K and leaving 2,753 shares worth $3.18M. The position accounts for 1.45% of the portfolio, ranked #15.

Sunbeam Capital Management first reported a position in MU in Q4 2024 and has held it in 7 quarters since. 1,788 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Sunbeam Capital Management held 2,753 shares of Micron Technology worth $3.18M as of Q2 2026.
Sunbeam Capital Management sold 269 Micron Technology shares in Q2 2026, an estimated $202K.
Micron Technology made up 1.45% of Sunbeam Capital Management's portfolio in Q2 2026, its #15 holding.
Sunbeam Capital Management first reported a position in Micron Technology in Q4 2024 and has held it in 7 quarters since.
1,788 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.